Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Buy
297
+37
+14% +$36.6K 0.06% 142
2025
Q1
$238K Buy
260
+23
+10% +$21.1K 0.04% 156
2024
Q4
$210K Hold
237
0.04% 174
2024
Q3
$210K Sell
237
-128
-35% -$113K 0.04% 175
2024
Q2
$310K Buy
365
+79
+28% +$67.1K 0.06% 138
2024
Q1
$210K Buy
+286
New +$210K 0.04% 179
2019
Q1
Sell
-585
Closed -$119K 243
2018
Q4
$119K Buy
+585
New +$119K 0.03% 179
2018
Q2
Sell
-577
Closed -$109K 198
2018
Q1
$109K Buy
+577
New +$109K 0.03% 154